Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-20
Closed -$3K 720
2023
Q3
$3K Buy
+20
New +$3K ﹤0.01% 614
2021
Q2
Sell
-20
Closed -$4K 570
2021
Q1
$4K Sell
20
-10
-33% -$2K ﹤0.01% 453
2020
Q4
$6K Hold
30
﹤0.01% 405
2020
Q3
$4K Hold
30
﹤0.01% 442
2020
Q2
$4K Sell
30
-5
-14% -$667 ﹤0.01% 440
2020
Q1
$4K Hold
35
﹤0.01% 391
2019
Q4
$4K Hold
35
﹤0.01% 413
2019
Q3
$4K Hold
35
﹤0.01% 405
2019
Q2
$4K Hold
35
﹤0.01% 427
2019
Q1
$6K Sell
35
-20
-36% -$3.43K ﹤0.01% 371
2018
Q4
$9K Buy
55
+30
+120% +$4.91K ﹤0.01% 316
2018
Q3
$6K Hold
25
﹤0.01% 396
2018
Q2
$6K Hold
25
﹤0.01% 411
2018
Q1
$6K Sell
25
-2
-7% -$480 ﹤0.01% 394
2017
Q4
$6K Buy
+27
New +$6K ﹤0.01% 396
2017
Q3
Sell
-27
Closed -$5K 500
2017
Q2
$5K Hold
27
﹤0.01% 411
2017
Q1
$5K Hold
27
﹤0.01% 395
2016
Q4
$4K Sell
27
-120
-82% -$17.8K ﹤0.01% 389
2016
Q3
$27K Hold
147
0.01% 180
2016
Q2
$24K Hold
147
0.01% 185
2016
Q1
$28K Hold
147
0.01% 169
2015
Q4
$28K Hold
147
0.01% 164
2015
Q3
$20K Sell
147
-63
-30% -$8.57K 0.01% 178
2015
Q2
$42K Hold
210
0.02% 153
2015
Q1
$44K Hold
210
0.02% 149
2014
Q4
$48K Hold
210
0.03% 147
2014
Q3
$46K Hold
210
0.03% 150
2014
Q2
$39K Hold
210
0.02% 160
2014
Q1
$32K Hold
210
0.02% 163
2013
Q4
$37K Hold
210
0.02% 155
2013
Q3
$33K Sell
210
-100
-32% -$15.7K 0.02% 166
2013
Q2
$29K Buy
+310
New +$29K 0.02% 192